TC

TAP Consulting Portfolio holdings

AUM $489M
1-Year Est. Return 8.86%
This Quarter Est. Return
1 Year Est. Return
+8.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.26%
2 Healthcare 5.24%
3 Technology 4.93%
4 Financials 4.69%
5 Consumer Staples 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.02M 5.3%
+80,769
2
$5.18M 3.92%
+19,962
3
$4.94M 3.74%
+105,741
4
$4.91M 3.71%
+110,189
5
$4.85M 3.67%
+153,455
6
$4.59M 3.47%
+37,288
7
$4.5M 3.4%
+113,820
8
$4.12M 3.12%
+25,651
9
$3.7M 2.79%
+90,446
10
$3.03M 2.29%
+16,837
11
$3M 2.27%
+23,346
12
$2.98M 2.25%
+27,652
13
$2.9M 2.19%
+18,511
14
$2.55M 1.93%
+16,703
15
$2.55M 1.92%
+83,030
16
$2.54M 1.92%
+59,837
17
$2.34M 1.77%
+25,221
18
$2.29M 1.73%
+48,232
19
$2.28M 1.72%
+58,146
20
$2.23M 1.68%
+60,935
21
$2.05M 1.55%
+5,984
22
$2M 1.52%
+38,625
23
$2M 1.51%
+10,113
24
$1.99M 1.5%
+39,288
25
$1.87M 1.41%
+16,960